Belfast inter-generational planning seminar (morning)

  • Thursday 22 March 2018 at 11.00am
  • Belfast

Like many people, you may want to pass on your wealth to the next generation. Inter-generational planning involves working with your family to find a successful way to pass on your money that avoids pitfalls and minimises the burden of Inheritance Tax.

Our upcoming inter-generational planning seminar is being held in Malone House, a late Georgian mansion that boasts acres of idyllic landscape. We hope you will join us on 22 March at 11am to enjoy the stunning scenery.

At the seminar:

  • We will discuss the demographics in the UK and the scale of the potential wealth which will be transferred over the next few decades
  • You will hear about how families can maximise these opportunities and manage the risks
  • We will look at where we think markets might be headed over the remainder of the year and beyond, and how our financial planners and investment managers can work together for you
  • There will be a Q&A session with our experts
  • A buffet lunch will follow the session


Thursday 22 March 2018 at 11.00am


Malone House, Barnett Demesne, Belfast, BT9 5PB



Advice in relation to inheritance tax planning is not regulated by the Financial Conduct Authority, however, the products used to mitigate tax may be regulated.